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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 696 M | +USD 95 M | +16% | 7.75% | 142% | 192 | 29.69% | 1.8 |
|
| 1552 |
1552
SouthState Corp
Winter Haven,
Florida
| USD 696 M | +USD 40.3 M | +6% | 4.95% | 78.9% | 242 | 8.68% | 2.5 |
|
| 1553 |
1553
Decatur Capital Management
Decatur,
Georgia
| USD 696 M | -USD 102 M | -13% | 2.27% | 135% | 124 | 42.74% | 0.8 |
|
| 1554 |
1554
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 695 M | +USD 138 M | +25% | 3.92% | 26.1% | 177 | 14.12% | 2.6 |
|
| 1555 |
SMA
1555
Simply Money Advisors
Cincinnati,
Ohio
| USD 695 M | +USD 44.8 M | +7% | 0.34% | 11.5% | 29 | 13.79% | 1.8 |
|
| 1556 |
1556
Nuveen Fund Advisors
Chicago,
Illinois
| USD 693 M | -USD 24.7 M | -3% | 3.22% | 52.3% | 502 | 17.13% | 0.4 |
|
| 1557 |
1557
Swiss Re
Zurich,
Switzerland
| USD 692 M | -USD 329 M | -32% | 2.3% | – | 8 | 37.5% | 1.5 |
|
| 1558 |
SCI
1558
S&CO Inc
Boston,
Massachusetts
| USD 691 M | +USD 25.1 M | +4% | 1.7% | 68.8% | 189 | 22.75% | 2.1 |
|
| 1559 |
GLRA
1559
Gerald L. Ray & Associates
Dallas,
Texas
| USD 690 M | +USD 23 M | +3% | 4.3% | 38.2% | 326 | 7.67% | 2.6 |
|
| 1560 |
1560
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 690 M | -USD 55.8 M | -7% | 0.56% | 36.9% | 202 | 3.47% | 1.6 |
|
| 1561 |
1561
CIBC Bank USA
Chicago,
Illinois
| USD 688 M | +USD 26.4 M | +4% | 2.68% | 32.3% | 276 | 14.49% | 2.4 |
|
| 1562 |
1562
Makaira Partners
La Jolla,
California
| USD 688 M | +USD 26.1 M | +4% | 9.24% | 22% | 13 | 7.69% | 1.7 |
|
| 1563 |
1563
Sentinel Trust
Houston,
Texas
| USD 686 M | -USD 5.45 M | -0.8% | 4.03% | 79.2% | 128 | 10.94% | 2.2 |
|
| 1564 |
GPC
1564
Glen Point Capital
London,
United Kingdom
| USD 686 M | – | – | – | 118% | 2 | – | 0 |
|
| 1565 |
1565
Boston Common Asset Management
Boston,
Massachusetts
| USD 685 M | -USD 1152 M | -63% | 0.96% | 61.2% | 296 | 44.26% | 2.2 |
|
| 1566 |
1566
EP Wealth Advisors
Torrance,
California
| USD 684 M | +USD 44.3 M | +7% | 2.45% | – | 159 | 23.9% | 1.8 |
|
| 1567 |
1567
Webster Bank
Waterbury,
Connecticut
| USD 684 M | -USD 3.16 M | -0.5% | 2.44% | 77.5% | 597 | 65.33% | 0.9 |
|
| 1568 |
1568
Osborne Partners Capital Management
San Francisco,
California
| USD 683 M | +USD 15.4 M | +2% | 3.63% | 60.8% | 180 | 6.11% | 2.9 |
|
| 1569 |
1569
Millburn Ridgefield Corp
New York
| USD 683 M | – | – | 2.21% | 53.2% | 64 | – | 0 |
|
| 1570 |
1570
Altarock Partners
West Palm Beach,
Florida
| USD 682 M | +USD 54.5 M | +9% | 4.72% | 58.1% | 9 | 22.22% | 1.5 |
|
| 1571 |
1571
Wedbush Securities
Los Angeles,
California
| USD 679 M | +USD 7.64 M | +1% | 2.87% | 99.9% | 929 | 21.85% | 1.8 |
|
| 1572 |
TEC
1572
Tiger Eye Capital
Nashville,
Tennessee
| USD 679 M | -USD 130 M | -16% | 18% | 116% | 60 | 75% | 0.3 |
|
| 1573 |
1573
Guardian Life Insurance
New York
| USD 677 M | -USD 411 M | -38% | 0.26% | – | 551 | 3.63% | 3 |
|
| 1574 |
1574
Opus Capital Group
Cincinnati,
Ohio
| USD 676 M | +USD 192 M | +40% | 11.5% | 49.7% | 256 | 29.3% | 1.4 |
|
| 1575 |
TFP
1575
Triple Frond Partners
San Francisco,
California
| USD 674 M | -USD 27.6 M | -4% | 2.33% | 92.9% | 10 | 20% | 1.4 |
|